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State Street SPDR Portfolio Developed World ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMD
401
Better Money Decisions
New Mexico
$625K +$302K +9,552 +79%
MFT
402
Moisand Fitzgerald Tamayo
Florida
$624K +$195K +6,163 +40%
SWP
403
Strategic Wealth Partners
Ohio
$622K +$7.79K +246 +1%
Vanguard Personalized Indexing Management
404
Vanguard Personalized Indexing Management
California
$620K
SAM
405
Strategic Asset Management
Minnesota
$617K +$19.5K +616 +3%
MA
406
MCF Advisors
Kentucky
$615K +$672K +21,221 +21,654%
WEG
407
World Equity Group
Illinois
$615K +$297K +9,392 +79%
LF
408
Lantz Financial
Illinois
$610K -$95.1K -3,004 -12%
APA
409
American Portfolios Advisors
New York
$608K -$5.13K -162 -0.8%
GFP
410
Gryphon Financial Partners
Ohio
$595K -$500K -15,791 -43%
Thrivent Financial for Lutherans
411
Thrivent Financial for Lutherans
Minnesota
$594K +$249K +7,862 +62%
Franklin Resources
412
Franklin Resources
California
$591K
CFD
413
Creative Financial Designs
Indiana
$578K +$67.1K +2,119 +12%
NS
414
Newman & Schimel
Illinois
$575K -$34.1K -1,077 -5%
KSWA
415
Kathleen S. Wright Associates
Pennsylvania
$572K +$173K +5,461 +38%
RPCA
416
Running Point Capital Advisors
California
$557K
MWM
417
Meridian Wealth Management
Kentucky
$552K +$606K +19,150 New
BTWM
418
Baker Tilly Wealth Management
Wisconsin
$547K +$120K +3,780 +25%
PTC
419
Private Trust Company
Ohio
$542K +$595K +18,799 New
HI
420
Harbour Investments
Wisconsin
$541K +$594K +18,754 New
CFA
421
Compass Financial Advisors
Indiana
$538K +$45.9K +1,451 +8%
ZIM
422
Zacks Investment Management
Illinois
$535K
CFAM
423
Center For Asset Management
Florida
$534K -$48.4K -1,528 -8%
KeyBank National Association
424
KeyBank National Association
Ohio
$528K
TP
425
Tranquility Partners
Tennessee
$526K +$577K +18,227 New